XLU icon

Utilities Select Sector SPDR Fund

1,374 hedge funds and large institutions have $11.6B invested in Utilities Select Sector SPDR Fund in 2025 Q2 according to their latest regulatory filings, with 161 funds opening new positions, 559 increasing their positions, 440 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,374
Holders Change
+32
Holders Change %
+2.38%
% of All Funds
18.42%
Holding in Top 10
33
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.71%
% of All Funds
0.44%
New
161
Increased
559
Reduced
440
Closed
106
Calls
$1.22B
Puts
$2.93B
Net Calls
-$1.72B
Net Calls Change
+$328M
Name Holding Trade Value Shares
Change
Shares
Change %
OPPS
1026
Obsidian Personal Planning Solutions
Maryland
$267K
EPM
1027
Elm Partners Management
Pennsylvania
$267K +$267K +3,273 New
GWSG
1028
GPS Wealth Strategies Group
Colorado
$267K +$10.7K +131 +4%
IFS
1029
Ifrah Financial Services
Arkansas
$267K -$2.45K -30 -0.9%
Empower Advisory Group
1030
Empower Advisory Group
Colorado
$266K -$134K -1,644 -34%
GA
1031
Goldstein Advisors
Wisconsin
$266K
CA
1032
Carson Advisory
Georgia
$264K
PWM
1033
Palumbo Wealth Management
New York
$264K -$5.14K -63 -2%
SDWMA
1034
Schneider Downs Wealth Management Advisors
Pennsylvania
$264K
PJSIMP
1035
P.J. Schmidt Investment Management (PJS)
Wisconsin
$263K +$37.2K +456 +16%
GAM
1036
Griffin Asset Management
New York
$263K +$263K +3,219 New
ATC
1037
Argent Trust Co
Tennessee
$263K +$25.2K +308 +11%
AIA
1038
Ally Invest Advisors
North Carolina
$262K +$7.11K +87 +3%
RG
1039
Rathbones Group
United Kingdom
$262K +$262K +3,213 New
PW
1040
PUREfi Wealth
Massachusetts
$261K -$65.3K -800 -20%
CCAM
1041
Cascades Capital Asset Management
North Carolina
$261K +$261K +3,200 New
RC
1042
Raine Capital
New York
$261K +$261K +3,200 New
NSIM
1043
North Star Investment Management
Illinois
$261K +$1.88K +23 +0.7%
WOSD
1044
WFA of San Diego
California
$260K +$260K +3,183 New
NP
1045
Nilsine Partners
Colorado
$260K -$4.66K -57 -2%
GWM
1046
Graybill Wealth Management
Illinois
$260K +$63.5K +777 +32%
AL
1047
Aspiriant LLC
California
$259K -$490 -6 -0.2%
CA
1048
Cornerstone Advisory
Maryland
$259K +$29.8K +365 +13%
FFO
1049
Fortitude Family Office
Arizona
$259K -$3.1K -38 -1%
BFIM
1050
Beese Fulmer Investment Management
Ohio
$258K +$7.19K +88 +3%